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U.S. Capital Wealth Advisors, LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of U.S. Capital Wealth Advisors, LLC on VGSH, newest first. How the timeline and the estimate are built.

U.S. Capital Wealth Advisors, LLC held 125,276 VGSH shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 125,276 shares
    Change vs previous 13F -3,970 shares

    0.18% of the 13F portfolio, value $7,333,661.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 129,246 shares
    Change vs previous 13F +21,785 shares

    0.2% of the 13F portfolio, value $7,590,600.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 107,461 shares
    Change vs previous 13F +15,858 shares

    0.17% of the 13F portfolio, value $6,324,094.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 91,603 shares
    Change vs previous 13F -16,222 shares

    0.16% of the 13F portfolio, value $5,384,441.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 107,825 shares
    Change vs previous 13F +13,325 shares

    0.19% of the 13F portfolio, value $6,328,234.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 94,500 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,497,995.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).